IntelOne Financial Partners Playbook
Study and learn these for a successful career with IntelOne.

Your Playbook For Success

Training Video Series

Learn how to properly address the major concerns that all Seniors have.

Sales Presentations

Get our sales presentations and scripts that are proven to help you close more sales.

Business Development

Accelerate the growth of your business with the resources in our Agency Playbook.

Resources and training to help you build an elite Independent Agency.

Chapters and Content:

Click through the chapters below to see the resources available to you in our Agency Playbook.

  • Agency Playbook Video
  • Cover Your Bases
  • Fact Finding Training
  • Warm Up Video
  • Developing Your Sales Process Video
  • How to Overcome the #1 Objection Video
  • All Product Presentations Video
  • Closing the Sale Video
  • Referrals 101 Video
  • Database Management Video
  • Appointment Sales Process
  • Fact Finder
  • Medicare Supplement Presentation
  • Final Expense Worksheet
  • Life Replacement Presentation
  • LTC Preliminary Worksheet
  • Annuity Sales Presentation
  • Call the Variable Annuity Company Script
  • LTC Worksheet
  • Downloads for White Labeling
  • LTC Preliminary Worksheet
  • Setting Up The Seminar Zone
  • Contract Agreement For Seminars
  • Marketing the Seminar Zone
  • Client Appreciation Seminar Invite
  • Seminar Downloads for White Labeling
  • Dinner Seminar Invite
  • Seminar Supplies
  • Setting Up the Seminar Room
  • Open Market Seminar Script
  • Open Market Seminar Script
  • Open Market Seminar Presentation Slides
  • Client Appreciation Seminar Script
  • Client Appreciation Seminar Presentation SLides
  • Closing Up The Seminar
  • Coaching Video
  • The 10 Pillars Of s Successful Sales Organization



Final expense insurance is an life insurance policy used to pay for the costs of funeral services and a burial when the named insured dies. Such a policy helps ease the financial burden that can devastate a family when a loved one dies. With the average cost of funeral and burial costs now at nearly $8000*, and a Social Security benefit only $255**, the need for this type of protection is very real, and very popular.

Although the policy is called “final expense insurance,” it is very similar to a traditional life insurance policy, but usually with a small monetary value, typically between $5,000 – $10,000.

Final expense insurance allows the named insured to feel safe knowing that funeral-related expenses are covered regardless of the disposition of their estate at the time of death.

The two most common types of final expense insurance are term and whole life. Term life insurance covers the insured for a specific time period or until a set age, after which coverage expires. Whole life insurance covers the insured for the remainder of his or her life.

IntelOne has relationships with several of the nation’s leading final expense carriers, as well as exclusive products that can give you a real market edge. Our quality Final Expense leads put you in front of qualified prospects that have asked for and need this important coverage.

Take Your Business To The Next Level!

This is the agency playbook you have been looking for. Your blueprint for success!